But what, exactly, is a financial plan?

Firstly, it is important to note that there is no standard template for a financial plan, each one is as individual as the client for whom it is prepared. A professionally produced plan should therefore begin with a comprehensive evaluation of an individual’s current and future financial state. Full disclosure of a client’s net worth, tax liabilities and future retirement plan is essential.

We use widely-accepted statistical formulas to predict future cash flows, including estimates of asset growth and likely withdrawal plans. With this information to hand, we can determine what needs to be done, to ensure your future financial goals are met.

Working in conjunction with BHP’s own investment and tax experts and best-in-class asset allocation processes, we will devise a plan of action that will meet a client’s specific needs.

Working closely with colleagues within the BHP Group, with invaluable expertise in all the relevant areas, we can deliver everything under one roof.

Key
Contacts

Sarah Garrity

Graduate Financial Planner

Email Sarah
0114 266 7171
Full Bio

Joy Clegg

Managing Director - BHP Financial Planning

Email Joy
Full Bio

Nick Brier

Director and Chartered Financial Planner

Email Nick
07795384870
Full Bio

Andy Myers

Chartered Financial Planner

Email Andy
Full Bio

Andrea Yellops

Senior Financial Planner

Email Andrea
Full Bio

Tim Clasper

Chartered Financial Planner

Email Tim
Full Bio

Mitch Burke

Chartered Financial Planner

Email Mitch
07702 856747
Full Bio

Marie Hudson

Head of Operations

Email Marie
0114 266 7171
Full Bio

Jordan Capel

Financial Planner

Email Jordan
0114 266 7171
Full Bio
View the full team